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中美斯德哥尔摩经贸会谈联合声明
Hua Er Jie Jian Wen· 2025-08-12 00:01
Group 1 - The United States will continue to modify the implementation of the tariff increase on Chinese goods, including those from Hong Kong and Macau, as per Executive Order No. 14257, by suspending the 24% tariff for 90 days starting from August 12, 2025, while retaining the remaining 10% tariff [1] - China will also modify the implementation of the tariff increase on U.S. goods as per Announcement No. 4 of 2025, by suspending the 24% tariff for 90 days starting from August 12, 2025, while retaining the remaining 10% tariff [1] - Additionally, China will take or maintain necessary measures to suspend or cancel non-tariff countermeasures against the U.S. as agreed in the Geneva Joint Statement [1]
约旦工业协会回应美方加税:成衣业受影响,进口汽车价格或将下调
Shang Wu Bu Wang Zhan· 2025-08-09 03:25
Core Viewpoint - The recent decision by the United States to impose a 15% tariff on certain Jordanian exports, which previously enjoyed zero tariffs, significantly impacts the garment industry, particularly knitwear. The food industry, with its local resource base and growth potential, should be prioritized for future development [1] Group 1: Impact on Industries - The garment industry is the most affected sector due to the new 15% tariff on exports to the U.S. [1] - The food industry is highlighted as having local resource advantages and growth potential, suggesting a shift in focus for future investments [1] Group 2: Trade Relations - Jordan primarily imports cars, chemicals, and pharmaceuticals from the U.S. [1] - Future U.S.-Jordan trade negotiations are expected to cover various aspects of imports, which may lead to a decrease in the prices of American cars in the Jordanian market [1]
一周热榜精选:黄金成关税新目标?美联储迎来鸽派新理事
Jin Shi Shu Ju· 2025-08-08 13:43
Market Overview - The US dollar index fell this week, reaching a 10-day low, primarily due to Trump's nomination of a dovish Federal Reserve governor, which increased market expectations for future rate cuts [1] - Spot gold recorded its second consecutive week of gains, driven by rising expectations for Fed rate cuts and new tariffs on 1 kg gold bars, pushing prices to a historical high of $3534 per ounce [1] - The international oil price is expected to decline for seven consecutive days as OPEC+ significantly increased production, alleviating concerns over potential supply shortages due to sanctions on Russian oil [1] Investment Bank Insights - Citigroup raised its short-term gold price forecast from $3300 to $3500 per ounce, adjusting the three-month price range from $3100-$3500 to $3300-$3600 [4] - Goldman Sachs expects the Fed to begin a series of rate cuts starting in September, with potential cuts of 25 basis points, and possibly 50 basis points if unemployment rises further [4] - Morgan Stanley has moved its forecast for the first rate cut from December to September, now anticipating three cuts this year [4] Trade Developments - The US government implemented "reciprocal tariffs" on various trade partners, with Japan and India facing significant tariff adjustments [5][6] - The US has imposed a 39% tariff on Swiss gold exports, which could significantly impact the market dynamics for gold trading [7] Geopolitical Events - A meeting between Presidents Trump and Putin is anticipated, marking a significant moment in the ongoing Russia-Ukraine conflict [8] - Trump's nomination of a dovish Federal Reserve governor is expected to reinforce market expectations for rate cuts [9] Corporate Developments - Apple announced a $100 billion investment in the US, which includes a new manufacturing project, following Trump's announcement of a 100% tariff on imported semiconductor chips [12] - The Federal Reserve's potential policy changes could open new funding sources for alternative asset managers, benefiting firms like Blackstone and KKR [14]
东京股市显著上涨
Xin Hua She· 2025-08-08 08:00
Core Viewpoint - The Tokyo stock market experienced significant gains on July 23, driven by a new trade agreement between the United States and Japan, which reduced tariffs on Japanese imports to the U.S. [1] Market Performance - The Nikkei 225 index closed up by 3.51%, while the Tokyo Stock Exchange Price Index rose by 3.18% [1] - The Nikkei index increased by 1396.40 points, closing at 41171.32 points, and the Tokyo Stock Exchange index rose by 90.19 points, closing at 2926.38 points [1] Sector Performance - All 33 industry sectors on the Tokyo Stock Exchange saw gains, with transportation machinery, banking, and metal products leading the increases [1]
需求弱化与高库存施压,PX、PTA下行趋势或难改
Tong Hui Qi Huo· 2025-08-07 09:15
需求弱化与高库存施压,PX、PTA下行趋势或难改 通惠期货研发部 李英杰 从业编号:F03115367 投资咨询:Z0019145 手机:18516056442 liyingjie@thqh.com.cn www.thqh.com.cn 一、日度市场总结 1. PTA&PX 需求端:轻纺城成交量连续低于季节性中枢,印证终端纺织需求呈现旺季 不旺特征。聚酯环节库存压力向产业链上游传导,短期大型聚酯企业虽维 持刚性开工,产业链负反馈压力尚未完全释放。 库存端:当前PTA工厂库存虽维持中位水平,加工费恶化引发装置减产降 负,聚酯下游环节开机率维持淡季特征,需求尚未进入淡季尾声,PX端供 需无更多利好支撑,上行驱动不足。 2. 聚酯 08月06日,短纤主力合约收6414.0元/吨,较前一交易日收涨1.46%。华东 市场现货价为6480.0元/吨,较前一交易日收跌5.0元/吨,基差为66.0元/ 吨。 供应端PX和PTA期货价格在2025年7月末至8月初呈现冲高回落态势,PX从 6984元/吨高点回落至6794元/吨,PTA从4856元/吨跌至4724元/吨,反映出 成本支撑转弱及供应宽松格局。需求端轻纺城MA15成交 ...
美对印关税再增至50%,已落后的印度股市会面临新调整吗?这些板块最受打击
Di Yi Cai Jing· 2025-08-07 07:42
Group 1 - Analysts believe that the Indian stock market will face adjustment pressure due to the U.S. imposing an additional 25% tariff on Indian imports, raising the total tariff rate to 50% [1][4] - The sectors most affected include oil, pharmaceuticals, textiles, footwear, and jewelry, as these industries are closely tied to U.S. trade [1][6] - Foreign investors sold $2 billion worth of Indian stocks in July and an additional $900 million in August, indicating a trend of capital outflow amid rising uncertainties [4][5] Group 2 - The Indian economy has approximately 20% of its export goods (2% of GDP) directed towards the U.S., making it vulnerable to the new tariffs [6] - The pharmaceutical sector has seen significant declines, with the NSE Nifty pharmaceutical index breaking key technical support levels, indicating potential further declines [7] - Companies like Reliance Industries may face pressure if India succumbs to U.S. demands to limit oil purchases from Russia, which could impact refining margins [6]
特朗普:24小时内将大幅提高关税
Zhong Guo Ji Jin Bao· 2025-08-05 14:18
特朗普最新表态,如果欧盟不履行义务,将对欧盟征收35%的关税。 据央视新闻,当地时间5日,欧盟负责贸易的高级官员对外解释美欧日前签订的关税协定。 特朗普:将大幅提高印度关税 北京时间8月5日晚间,美国总统特朗普表示,将在未来24小时内大幅提高印度关税,印度是关税最高的 国家。他表示,印度并不是一个好的贸易伙伴,与印度存在的分歧在于关税过高。 据央视新闻,当地时间8月4日,美国总统特朗普在其社交媒体"真实社交"发文表示,印度不仅大量购买 俄罗斯石油,还将其中大部分石油在公开市场上出售,牟取暴利。因此,他将大幅提高印度向美国缴纳 的关税。 特朗普上月在"真实社交"平台上向印度发出威胁:如果印度继续购买俄罗斯武器和石油,美方将在对印 度商品征收25%进口关税的基础上额外施加惩罚性关税。8月1日,特朗普又对媒体记者说,他相信印度 打算停止购买俄罗斯石油。 路透社8月2日援引印度政府消息人士说,印俄双方所签为"长期石油合同","要在一夕之间停止采购, 不是这么简单的事"。另一名消息人士说,印度进口俄罗斯石油,协助抑制全球油价上涨。在美国为首 的西方国家自2022年2月起对俄罗斯能源实施制裁后,全球油价并未显著上涨。这两 ...
250%关税!特朗普,突发!
Sou Hu Cai Jing· 2025-08-05 14:12
特朗普表示,他已将潜在的未来美联储主席范围缩小到四名候选人,该名单不包括财政部长斯科特·贝 森特。 他表示:" 一年,最多一年半,税率将升至150%,之后将升至250%,因为我们希望药品在我们国家生 产。"但他没有透露药品的初始关税税率是多少。 综合自:央视新闻 特朗普表示, 他还将在"下周左右"宣布对半导体和芯片征收关税,但未详细说明。 此外,特朗普表示,鉴于印度持续购买俄罗斯石油, 他将在未来24小时内"大幅"提高对印度输美商品 征收的关税,目前税率为25%。特朗普并没有明确提到对印度的新关税税率。 此前一天,8月4日,特朗普在其社交媒体"真实社交"发文表示,印度不仅大量购买俄罗斯石油,还将其 中大部分石油在公开市场上出售,牟取暴利。因此,他将大幅提高印度向美国缴纳的关税。 当地时间8月5日,美国总统特朗普在接受美国消费者新闻与商业频道(CNBC)采访时表示, 美国将首 先对进口药品征收"小额关税",并在一年左右的时间内提高税率。 另外,特朗普还表示,可能很快宣布美联储新任主席。 责编:陈丽湘 ...
特朗普:将大幅提高关税 24小时内!
Zhong Guo Ji Jin Bao· 2025-08-05 13:52
Group 1 - President Trump announced plans to significantly increase tariffs on India, citing high tariffs and trade disagreements as key issues [2] - Trump accused India of profiting from the sale of Russian oil, which it purchases in large quantities, and threatened additional punitive tariffs on Indian goods [2] - Indian officials responded that halting Russian oil purchases is not a simple task due to long-term contracts [2] Group 2 - Trump stated that if the European Union does not fulfill its obligations, a 35% tariff will be imposed on EU goods [3] - A new trade agreement between the US and EU was reached, establishing a uniform 15% tariff rate on most EU exports to the US [4] - The EU emphasized that while formal terms are still being developed, the framework agreement has already provided immediate relief [5] Group 3 - Trump plans to announce a significant increase in drug tariffs, starting with a small initial rate that could rise to 250% [6] - The banking sector faced scrutiny as Trump claimed discrimination against conservative clients by major banks, leading to a slight decline in stock prices for major banks [7] Group 4 - The US trade deficit narrowed in June, primarily due to a significant drop in consumer goods imports, reflecting the impact of Trump's tariffs on global trade [9] - The overall trade deficit decreased by 16.0% to $60.2 billion, marking the lowest level since September 2023 [9]
特朗普:将大幅提高关税,24小时内!
Zhong Guo Ji Jin Bao· 2025-08-05 13:51
特朗普:将大幅提高印度关税 一起来看下最新的海外动态。 【导读】特朗普:将大幅提高印度关税 北京时间8月5日晚间,美国总统特朗普表示,将在未来24小时内大幅提高印度关税,印度是关税最高的 国家。他表示,印度并不是一个好的贸易伙伴,与印度存在的分歧在于关税过高。 据央视新闻,当地时间8月4日,美国总统特朗普在其社交媒体"真实社交"发文表示,印度不仅大量购买 俄罗斯石油,还将其中大部分石油在公开市场上出售,牟取暴利。因此,他将大幅提高印度向美国缴纳 的关税。 特朗普上月在"真实社交"平台上向印度发出威胁:如果印度继续购买俄罗斯武器和石油,美方将在对印 度商品征收25%进口关税的基础上额外施加惩罚性关税。8月1日,特朗普又对媒体记者说,他相信印度 打算停止购买俄罗斯石油。 特朗普最新表态,如果欧盟不履行义务,将对欧盟征收35%的关税。 最终会提高到250% 据央视新闻,当地时间5日,欧盟负责贸易的高级官员对外解释美欧日前签订的关税协定。 据称,根据美欧最新达成的框架性贸易协议,美国决定对绝大多数欧盟出口商品统一征收15%的关税税 率,该税率已包括对最惠国待遇下商品的适用税率。欧盟出口商无需再单独应对不同品类的税率, ...